• Super Strategists Fact Find

    Important Note: Please take care to complete all fields accurately; data entered will automatically flow into the legal documentation required to establish your self-managed super fund. 

  • Personal Information

  • Date of Birth*
     / /
    2 digit day, 2 digit month, 4 digit year
  •  -
  • Do you have an existing SMSF?*

  • Occupation and Super Details

  • Insurance Review

  • Have you smoked or used Nicotine replacement products in the last 12 months?*
  • Does your occupation include any of the following duties? Please select all that apply*
  • If yes how much of your occupation involves the duty/duties you selected?

  • Beneficiary Nominations for your Super

  • If more beneficiaries are required please reach out to the team directly.


    Who You Can Nominate

    You cannot just name anyone. Under Australian superannuation law, your nominees must be either:
    • Spouse or de facto partner 
    • Children of any age (including adopted, stepchildren, or adult children)
    • Financial dependant (someone who depends on you financially at the time of your death)
    • Interdependency relationship (someone you live with, where you have a close personal relationship and provide domestic support, care, and financial support)
    • Legal Personal Representative (LPR) (the executor or administrator of your deceased estate, so it gets distributed according to your will)
    Note: Parents, siblings, cousins, nieces, and nephews cannot be named directly unless they qualify as a financial dependant or are in an interdependency relationship. Otherwise, you must name your estate (LPR) and outline them in your will.

    Please note there are tax implications for adult independant children (18+) on the taxable components of your fund. 

  • Please Select

  • Fund Name

  • Your fund name will be automatically generated based on your driver's licence. It will be a combination of the following elements:

    1 x Member: John Smith Super Fund
    2 x Members with different Surnames: John & Jane Super Fund
    2x Members with the same Surname: Smith J & J Family Super Fund

  • Should be Empty: